+189.8%
HOOD vs T
+67.4%
+122.5%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | T | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.9% | -0.1% | -1.9% |
| 7D | +17.1% | -1.3% | +18.4% | +17.3% |
| 30D | +31.6% | +11.4% | +20.2% | +29.9% |
| 3M | +38.2% | +14.3% | +24.0% | +35.8% |
| 6M | +48.5% | -9.3% | +57.8% | +51.4% |
| YTD | +8.0% | +7.1% | +0.9% | +5.8% |
| 1Y | +18.7% | -9.1% | +27.7% | +20.9% |
| 3Y | +999.1% | +105.3% | +893.8% | +726.9% |
| All | +189.8% | +67.4% | +122.5% | +144.6% |
Cumulative growth
Daily Returns
Daily percentage return beside T.
Daily Out/Under-Performance
Portfolio return minus T return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × T return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded T wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling